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Our Team

Paul Carlson, CPA, MBA

Paul Carlson, CPA, MBA

Managing Partner

Specialties - Financial forecasting and modeling, EOS, management reporting, Jirav Certified

Process design, onboarding, monthly closes, monthly financial meetings, and course development

Jane Phillips

Jane Phillips

Operations Manager

Specialties - Financial Modeling, IOLTA disaster recoveries and remediation, IOLTA compliance, Clio Manage Certified, Clio Grow Certified, Clio Billing, MyCase, Practice Panther, QuickBooks Online

Cassidy Bennett

Cassidy Bennett

Manager

Specialties - Clio, MyCase, QuickBooks Online

Sara Jilek

Sara Jilek

Manager

Specialties - Clio, Actionstep, QuickBooks

Jessika Minczuk

Jessika Minczuk

Manager

Specialties - Soluno Certified, Clio Manage Certified, Clio Grow Certified, QuickBooks, Contingency Firms, Immigration Firms

Dakota Wynn

Dakota Wynn

Accountant

Specialties - Clio Manage Certified, Clio Billing, Soluno, FileVine, QuickBooks, Contingency Firms, Hourly Firms

Adrienne Harris, CPA, MBA

Adrienne Harris, CPA, MBA

Senior Accountant

Specialties - ActionStep, Clio, MyCase, Practice Panther, QuickBooks

Tonya Rae Emling, CPA

Tonya Rae Emling, CPA

Senior Accountant

Specialties - Clio Manage Certified, Clio Grow Certified, MyCase, QuickBooks

Stephanie Reuter

Stephanie Reuter

Accountant

Specialties - Clio Mange Certified, Clio Grow Certified, MyCase, Practice Panther, QuickBooks

Claymi Albizu

Claymi Albizu

Accountant

Specialties - Clio, Clio Personal Injury, Neos, Contingency Firm Accounting, Contingency Firm Forecasting.

Heather Prouty, CPA

Heather Prouty, CPA

Controller

Specialties - Family Law accounting, Actionstep, Bill4Time, Cosmolex, Rocket Matter, QuickBooks, Xero

Janeen Halversen

Janeen Halversen

Controller

Specialties - Personal Injury accounting, IOLTA disaster recoveries, Clio Manage Certified, Clio Grow Certified, Soluno, ProLaw, QuickBooks, Xero

Larissa Charais, CPA

Larissa Charais, CPA

Controller

Specialties - Criminal Defense accounting, Practice Panther, QuickBooks

Brittany Phillips

Brittany Phillips

Senior Accountant

Specialties - Hourly-based firms, Clio, QuickBooks Online

Adley Halversen

Adley Halversen

Accounting Assistant

Specialties - Payroll report and tax return archiving, payroll accounting entries

Maria Carlson

Maria Carlson

Accounting Assistant

Specialties - Data imports, Clio, MyCase, ActionStep, QuickBooks

Heidi Baller

Heidi Baller

Accounting Assistant

Specialties - Clio, MyCase, QuickBooks, Payroll report and tax return archiving, payroll accounting entries

Stephanie Austin

Stephanie Austin

Marketing Assistant & Accounting Assistant

Specialties - Content Creation

Jay Cerco Sanchez

Jay Cerco Sanchez

Accounting Assistant

Specialties - Clio

Ready to make the switch to Law Firm Velocity?